Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wilson is a registered representative with Wells Fargo Clearing Services, LLC. Robert Wilson has been in the securities industry since April 2015. Robert Wilson is registered with the state of Utah. Robert Wilson is also licensed to sell insurance. Robert Wilson has a Series 7, Series 63 and Series 66 license. Robert Wilson is a Registered Investment Advisor and has been in the investment advisory business for over 7 years. Robert Wilson was previously employed by Fidelity Brokerage Services LLC. Robert Wilson also holds a Series SIE license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
08/26/2021 - Present
Wells Fargo Clearing Services, LLC (Saratoga Springs UT)
UT
04/24/2015 - 08/24/2020
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 10/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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